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News and Research

OneVue is in trading halt on the Australian Securities Exchange and so is Sequoia as attention focuses on the future ownership of financial planning dealer group, Madison.

A member of the Senate Economics Committee has described underwriting at time of claim as a 'serious problem' that the industry must address.

APRA put under pressure to consider early access scheme

The Australian Prudential Regulatory Authority was given less than one day to consider the early access to super scheme.

Intrafund advice within Mercer costing $1.27 million a year

One of Australia largest corporate superannuation outsourcing providers, Mercer, has revealed the cost of delivering intrafund advice.

15 super funds optimal for Australia - report

Smaller superannuation funds should be considering mergers or heading for the exit, according to a new report which suggests Australia’s optimal number of funds is 15, down from the current 92.

Is the Govt building to far-reaching superannuation changes?

The Government has deferred the introduction of a Retirement Income Covenant raising concerns that it is building towards far-reaching changes to the superannuation via its Retirement Income Review.

1 June

Financial planning

All eyes on OneVue, Sequoia and Madison

OneVue is in trading halt on the Australian Securities Exchange and so is Sequoia as attention focuses on the

1 June

Financial planning

Little appetite for a new financial planning body

Financial planners may not be totally happy with the Financial Planning Association and the Association of

1 June

Financial planning

Aussies still expect recession in next 12 months

Seven out of 10 Australians think that the country will have a recession in the next 12 months, according to

The Australian Prudential Regulation Authority has sent a clear message to industry funds that it will not be backing down on superannuation fund governance and better board selections.

1 June

People & Products

FSI appoints two non-executive directors

Michelle Tredenick and Richard Wastcoat have been appointed by First Sentier Investors as non-executive directors

Infrastructure investment house, The Private Capital Group, has rebranded to Gardior, in a bid to attract new investors.

1 June

People & Products

Ausmaq takes on Clearstream name

Managed funds services business Ausmaq is now known as Clearstream Australia after the competition of its

1 June

Financial planning

Bendigo and Adelaide Bank small business contract terms declared unfair

The terms were declared unfair by the Federal Court of Australia as they caused a significant imbalance to the

29 May

Financial planning

Daly and Linchpin directors banned for 5 years

Peter Daly and two other Linchpin directors have gone on the Australian Securities and Investments Commission

Legg Mason fixed income specialist affiliate Western Asset has today announced the appointment of Jonathon Baird as investment specialist and client executive.

29 May

Expert Analysis

Finding income in a QE world

With unprecedented quantitative easing policies being implemented by central banks across the world, Justin Tyler

Meeting planner needs has become an even more intense focus for the highly competitive platform providers, according to Investment Trends.

29 May

Expert Analysis

Digitise to survive

No-one foresaw the extent the pandemic would disrupt life, writes Andy Todd, but has it brought the future of work

Super funds have a chance to boost their financial advice offering and engage with members who craved increased returns amid unstable financial markets.

29 May

Expert Analysis

Positioning for a recovery

What lessons can we learn from past financial crises as investors and financial advisers try to construct

The Australian Prudential Regulation Authority has admitted that some MySuper products are falling short and may not be suitable as default funds.

29 May

ORIGINAL

Policy & Regulation

APRA put under pressure to consider early access scheme

The Australian Prudential Regulatory Authority was given less than one day to consider the early access to super

Planning groups Evans & Partners and Dixon Advisory have entered into a heads of agreement for a merger.

29 May

ORIGINAL

Financial planning

Planners back merger of FPA and AFA

A merger of the Financial Planning Association and the Association of Financial Advisers rather than the creation

ACS Fixed Int - Australia/ Global Bond

	Fund	3y(%) pa
1	IOOF MultiMix Diversified Fixed Interest ATR in AU	4.09
2	PIMCO Diversified Fixed Interest ATR in AU	3.80
3	Macquarie Dynamic Bond ATR in AU	3.63
4	Onepath Wholesale Diversified Fixed Interest Trust ATR in AU	3.62
5	UBS Diversified Fixed Income Fund ATR in AU	3.57